Ramiah Investment Group
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 29, 2026), Ramiah Investment Group reported 61 stock positions worth $106.3 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 11.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.9%). Compared with Q4 2023, it opened 4 new positions, sold out of 4, added to 34 and reduced 23. The biggest buy was a new position in iShares MSCI Pacific Ex Japa (EPP) and the biggest sale an exit from United States Oil Fund (USO).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $106.3M (Q1 2024)
- SEC Filing
- 0001566307-26-000034 ↗ filed May 29, 2026
Holdings Value
Holdings 61 stocks · $106.3M
| RSP Invesco S&P 500 Equal Weight | 11.22% | 70,446 | $11.9M | Reduce -21.5% |
| QQQ Invesco QQQ Trust Series 1 | 9.93% | 23,780 | $10.6M | Reduce -12.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.94% | 16,149 | $8.4M | Add +4.9% |
| VTI VG Morningstar TS MKT ETF-US | 6.17% | 25,234 | $6.6M | Add +4.8% |
| SLV iShares Silver Trust | 5.57% | 260,469 | $5.9M | Reduce -4.9% |
| ILF iShares Latin America 40 ETF | 5.46% | 204,007 | $5.8M | Reduce -11.6% |
| EPP iShares MSCI Pacific Ex Japa | 5.37% | 133,441 | $5.7M | New |
| UGA United States Gas Fund LP | 5.08% | 76,229 | $5.4M | Reduce -19.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.65% | 21,627 | $4.9M | Add +6.3% |
| VOOV Vanguard S&P 500 Value ETF | 2.25% | 13,270 | $2.4M | Reduce -7.2% |
| BND Vanguard Total Bond Market | 1.74% | 25,474 | $1.9M | Add +6.0% |
| VEU Vanguard Ftse All-World Ex-U | 1.73% | 31,292 | $1.8M | Add +8.4% |
| VCIT Vanguard Int-Term Corporate | 1.68% | 22,179 | $1.8M | Add +5.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.59% | 21,734 | $1.7M | Add +4.9% |
| USXF iShares ESG Advance MSCI USA | 1.50% | 35,292 | $1.6M | Add +7.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.13% | 15,542 | $1.2M | Add +4.5% |
| SCHH Schwab US REIT ETF | 1.01% | 52,714 | $1.1M | Add +11.2% |
| BOND PIMCO Active Bond Exchange-T | 0.97% | 11,180 | $1.0M | Add +9.0% |
| WFC Wells Fargo & Co. | 0.93% | 17,142 | $994K | Reduce -4.3% |
| SNPS Synopsys Inc. | 0.89% | 1,655 | $946K | Add +3.8% |
| JPM JPMorgan Chase & Co. | 0.89% | 4,701 | $942K | Reduce -5.9% |
| EW Edwards Lifesciences Corp. | 0.89% | 9,853 | $942K | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.83% | 23,364 | $886K | Reduce -7.6% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.82% | 44,186 | $874K | Add +20.5% |
| FTNT Fortinet Inc. | 0.80% | 12,445 | $850K | Add +3.5% |
| RF Regions Financial Corp. | 0.78% | 39,645 | $834K | Add +0.2% |
| ADSK Autodesk Inc. | 0.77% | 3,128 | $815K | Reduce -5.0% |
| HBAN Huntington Bancshares Inc. | 0.76% | 57,879 | $807K | Reduce -9.6% |
| EXPE Expedia Group Inc. | 0.75% | 5,824 | $802K | Reduce -25.8% |
| PAYC Paycom Software Inc. | 0.75% | 3,998 | $796K | Add +52.4% |
| ADBE Adobe Inc. | 0.74% | 1,567 | $791K | Reduce -11.4% |
| FITB Fifth Third Bancorp | 0.74% | 21,213 | $789K | Reduce -19.9% |
| INTU Intuit Inc. | 0.74% | 1,214 | $789K | Reduce -3.5% |
| CFG Citizens Financial Group | 0.74% | 21,581 | $783K | Reduce -8.4% |
| VGIT Vanguard Intermediate-Term T | 0.72% | 13,030 | $763K | Add +7.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.67% | 9,117 | $713K | Add +18.3% |
| STT State Street Corp. | 0.66% | 9,137 | $706K | Reduce -5.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.66% | 1,688 | $706K | Reduce -9.3% |
| BLV Vanguard Long-Term Bond ETF | 0.63% | 9,252 | $669K | Add +11.4% |
| VGLT Vanguard Long-Term Treasury | 0.63% | 11,274 | $668K | Add +11.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.63% | 13,571 | $668K | Add +15.7% |
| BIV Vanguard Intermediate-Term B | 0.63% | 8,837 | $666K | Add +11.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.61% | 4,176 | $644K | Add +21.2% |
| HYLS FT Tactical High Yield ETF | 0.59% | 15,192 | $626K | Add +6.4% |
| MRNA Moderna Inc. | 0.57% | 5,710 | $608K | Reduce -4.0% |
| ESML iShares ESG Aware MSCI USA S | 0.56% | 14,761 | $594K | Add +14.7% |
| INCY Incyte Corp. | 0.52% | 9,731 | $554K | Reduce -0.6% |
| PDI PIMCO Dynamic Income Fund | 0.51% | 28,281 | $546K | Add +5.0% |
| HYT BlackRock Corp. Hi YLD | 0.51% | 55,654 | $545K | Add +2.1% |
| DSL Doubleline Income Solutions | 0.47% | 39,308 | $499K | Add +4.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.37% | 4,274 | $392K | New |
| FLTR Vaneck Ig Floating Rate ETF | 0.30% | 12,432 | $317K | Reduce -39.7% |
| FLOT iShares Floating Rate Bond E | 0.30% | 6,188 | $316K | Reduce -5.5% |
| BHK BlackRock Core Bond Trust | 0.28% | 27,486 | $297K | Add +10.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.28% | 5,156 | $296K | Add +16.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.27% | 15,044 | $290K | Add +11.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.25% | 6,788 | $264K | Add +17.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.24% | 3,403 | $260K | Add +11.1% |
| AGG iShares Core U.S. Aggregate | 0.20% | 2,172 | $213K | New |
| MFM Aberdeen Municipal Income | 0.11% | 22,006 | $118K | Reduce -2.9% |
| CLEARONE INC | 0.03% | 19,294 | $35K | New |
Portfolio Sells Q4 2023 → Q1 2024
| USO United States Oil Fund LP | Sold out | 0.00% | −5.23 |
| RSP Invesco S&P 500 Equal Weight | Reduce -21.5% | 11.22% | −2.12 |
| ILF iShares Latin America 40 ETF | Reduce -11.6% | 5.46% | −0.86 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.5% | 9.93% | −0.55 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.43 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.42 |
| EXPE Expedia Group Inc. | Reduce -25.8% | 0.75% | −0.37 |
| UGA United States Gas Fund LP | Reduce -19.3% | 5.08% | −0.31 |
| IBND SS SPDR BB Intl Corp. BD ETF | Sold out | 0.00% | −0.28 |
| ADBE Adobe Inc. | Reduce -11.4% | 0.74% | −0.25 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -39.7% | 0.30% | −0.19 |
| FITB Fifth Third Bancorp | Reduce -19.9% | 0.74% | −0.12 |
| INCY Incyte Corp. | Reduce -0.6% | 0.52% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -9.3% | 0.66% | −0.05 |
| SLV iShares Silver Trust | Reduce -4.9% | 5.57% | −0.05 |
| STT State Street Corp. | Reduce -5.2% | 0.66% | −0.04 |
| FLOT iShares Floating Rate Bond E | Reduce -5.5% | 0.30% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -7.2% | 2.25% | −0.01 |
| HBAN Huntington Bancshares Inc. | Reduce -9.6% | 0.76% | −0.01 |
| MFM Aberdeen Municipal Income | Reduce -2.9% | 0.11% | +0.00 |
| CFG Citizens Financial Group | Reduce -8.4% | 0.74% | +0.00 |
| INTU Intuit Inc. | Reduce -3.5% | 0.74% | +0.00 |
| ADSK Autodesk Inc. | Reduce -5.0% | 0.77% | +0.01 |
| MRNA Moderna Inc. | Reduce -4.0% | 0.57% | +0.01 |
| BAC Bank of America Corp. | Reduce -7.6% | 0.83% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -5.9% | 0.89% | +0.08 |
| WFC Wells Fargo & Co. | Reduce -4.3% | 0.93% | +0.10 |
Portfolio Buys Q4 2023 → Q1 2024
| EPP iShares MSCI Pacific Ex Japa | New | 5.37% | +5.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 7.94% | +1.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.8% | 6.17% | +0.79 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.3% | 4.65% | +0.56 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.37% | +0.37 |
| USXF iShares ESG Advance MSCI USA | Add +7.9% | 1.50% | +0.27 |
| PAYC Paycom Software Inc. | Add +52.4% | 0.75% | +0.24 |
| EW Edwards Lifesciences Corp. | Add +3.6% | 0.89% | +0.20 |
| VEU Vanguard Ftse All-World Ex-U | Add +8.4% | 1.73% | +0.20 |
| AGG iShares Core U.S. Aggregate | New | 0.20% | +0.20 |
| BCI Abrdn Bloomberg All Commodit | Add +20.5% | 0.82% | +0.15 |
| FTNT Fortinet Inc. | Add +3.5% | 0.80% | +0.14 |
| EL Estee Lauder Companies Class A | Add +21.2% | 0.61% | +0.13 |
| SNPS Synopsys Inc. | Add +3.8% | 0.89% | +0.12 |
| ESML iShares ESG Aware MSCI USA S | Add +14.7% | 0.56% | +0.10 |
| VCLT Vanguard Long-Term Corp. Bond | Add +18.3% | 0.67% | +0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +15.7% | 0.63% | +0.08 |
| SCHH Schwab US REIT ETF | Add +11.2% | 1.01% | +0.08 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +4.9% | 1.59% | +0.08 |
| BND Vanguard Total Bond Market | Add +6.0% | 1.74% | +0.08 |
| VCIT Vanguard Int-Term Corporate | Add +5.8% | 1.68% | +0.08 |
| BOND PIMCO Active Bond Exchange-T | Add +9.0% | 0.97% | +0.07 |
| RF Regions Financial Corp. | Add +0.2% | 0.78% | +0.06 |
| PDI PIMCO Dynamic Income Fund | Add +5.0% | 0.51% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +11.3% | 0.63% | +0.06 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +17.7% | 0.25% | +0.05 |
| VSGX Vanguard ESG Intl Stock ETF | Add +16.0% | 0.28% | +0.05 |
| BLV Vanguard Long-Term Bond ETF | Add +11.4% | 0.63% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.5% | 1.13% | +0.05 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +11.1% | 0.24% | +0.04 |
| VGLT Vanguard Long-Term Treasury | Add +11.6% | 0.63% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +7.0% | 0.72% | +0.04 |
| DSL Doubleline Income Solutions | Add +4.6% | 0.47% | +0.04 |
| CLEARONE INC | New | 0.03% | +0.03 |
| HYLS FT Tactical High Yield ETF | Add +6.4% | 0.59% | +0.03 |
| HYT BlackRock Corp. Hi YLD | Add +2.1% | 0.51% | +0.03 |
| BSCR Invesco Bulletshares 2027 CB | Add +11.7% | 0.27% | +0.03 |
| BHK BlackRock Core Bond Trust | Add +10.1% | 0.28% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $131.0M | SPY, VTI, QQQ, VB, VOOV |
| Q1 2026Amended | 67 | $114.4M | BIL, RSP, VTI, VB, QQQE |
| Q4 2025Amended | 69 | $115.3M | SPY, VTI, QQQ, VB, VOOV |
| Q3 2025Amended | 60 | $112.9M | SPY, VTI, QQQ, VB, VOOV |
| Q2 2025 | 58 | $92.9M | SPY, BIL, SGOV, VTI, VB |
| Q1 2025Amended | 50 | $104.4M | FLTR, SPY, VTI, VB, QQQ |
| Q4 2024 | 60 | $109.8M | SPY, QQQ, VTI, VB, RSP |
| Q3 2024 | 64 | $106.2M | QQQ, SPY, VTI, RSP, EPP |
| Q2 2024 | 62 | $102.4M | QQQ, SPY, VTI, RSP, EPP |
| Q1 2024 | 61 | $106.3M | RSP, QQQ, SPY, VTI, SLV |